RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | ZWJ INVESTMENT COUNSEL INC | $1,612,454 | $2,791,835,164 | $425,010,898 | $3,216,846,062 |
| 2 | ZUCKERMAN INVESTMENT GROUP | $1,268,651 | $1,020,556,276 | $130,110,285 | $1,150,666,561 |
| 3 | ZRC WEALTH MANAGEMENT, LLC | $479,419 | $282,861,747 | $1,433,434 | $284,295,181 |
| 4 | ZIMMERMAN WEALTH MANAGEMENT, LLC | $524,450 | $339,925,821 | $442,221 | $340,368,042 |
| 5 | ZHANG FINANCIAL | $948,340 | $2,748,594,975 | $2,035,781,811 | $4,784,376,786 |
| 6 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
| 7 | ZEHNDER WEALTH MANAGEMENT, LLC | $166,290 | — | $128,874,643 | $128,874,643 |
| 8 | YUKON WEALTH MANAGEMENT, INC. | $742,046 | $276,465,912 | $1,801,157 | $278,267,069 |
| 9 | YOUR SOURCE FINANCIAL | $517,308 | $262,054,369 | $19,361,443 | $281,415,812 |
| 10 | YOUNGS ADVISORY GROUP, INC. | $609,704 | $587,755,086 | — | $587,755,086 |
| 11 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 12 | YOUNG RICHARD C & CO LTD | $761,301 | $1,432,008,099 | — | $1,432,008,099 |
| 13 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 14 | YODER WEALTH MANAGEMENT | $640,073 | $207,383,534 | — | $207,383,534 |
| 15 | YHB WEALTH ADVISORS, LLC | $444,272 | $102,626,884 | — | $102,626,884 |
| 16 | YESKE BUIE INC. | $675,425 | $841,241,957 | $11,144,498 | $852,386,455 |
| 17 | YARGER WEALTH STRATEGIES, LLC | $724,172 | $295,347,397 | $71,083,614 | $366,431,011 |
| 18 | YALE CAPITAL CORP. | $20,947,930 | $2,450,907,779 | — | $2,450,907,779 |
| 19 | WWM FINANCIAL | $218,767 | $323,654,696 | $17,621,641 | $341,276,337 |
| 20 | WT WEALTH MANAGEMENT, LLC | $141,575 | $312,209,134 | $16,952,043 | $329,161,177 |
| 21 | WRIGHT ASSOCIATES | $2,269,329 | $304,090,020 | — | $304,090,020 |
| 22 | WR WEALTH PLANNERS LLC | $156,809 | $287,806,755 | $45,255,483 | $333,062,238 |
| 23 | WPWEALTH LLP | $404,317 | $645,821,639 | $268,742,490 | $914,564,129 |
| 24 | WPG FINANCIAL GROUP, LLC | $321,244 | $215,089,281 | $54,434,701 | $269,523,982 |
| 25 | WPA FAMILY OFFICE, LLC | $1,259,036 | $135,975,850 | — | $135,975,850 |
| 26 | WP ASSET MANAGEMENT | $390,110 | $132,159,328 | $5,159,373 | $137,318,701 |
| 27 | WP ADVISORS, LLC | $461,401 | $380,979,058 | $7,059,411 | $388,038,469 |
| 28 | WORTHPOINTE | $560,622 | $816,613,579 | $212,427 | $816,826,006 |
| 29 | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | $476,790 | — | $396,689,542 | $396,689,542 |
| 30 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $477,917 | $466,446,674 | — | $466,446,674 |
| 31 | WOODWARD FINANCIAL ADVISORS, INC. | $705,174 | $511,250,999 | — | $511,250,999 |
| 32 | WOODWARD DIVERSIFIED CAPITAL, LLC | $385,955 | $390,586,460 | — | $390,586,460 |
| 33 | WOODSIDE WEALTH MANAGEMENT | $468,082 | $190,866,796 | $110,649 | $190,977,445 |
| 34 | WOODMONT INVESTMENT COUNSEL, LLC | $1,242,508 | $1,163,517,072 | $42,958,084 | $1,206,475,156 |
| 35 | WOODFIELD FINANCIAL ADVISORS, INC. | $311,660 | — | $148,662,000 | $148,662,000 |
| 36 | WOODARD & CO ASSET MANAGEMENT GROUP INC | $525,778 | $933,700,000 | $29,000,000 | $962,700,000 |
| 37 | WOOD TARVER FINANCIAL | $231,707 | $285,000,000 | — | $285,000,000 |
| 38 | WOMACK WEALTH MANAGEMENT, INC. | $566,466 | $270,331,033 | $4,971,321 | $275,302,354 |
| 39 | WOLFF FINANCIAL MANAGEMENT LLC | $410,865 | $403,533,488 | $6,098,435 | $409,631,923 |
| 40 | WOLF GROUP CAPITAL ADVISORS | $598,294 | $400,368,797 | $8,266,304 | $408,635,101 |
| 41 | WMS WEALTH PLANNERS | $386,182 | $236,343,377 | — | $236,343,377 |
| 42 | WMS PARTNERS, LLC | $8,756,559 | $4,054,748,803 | $1,619,501,586 | $5,674,250,389 |
| 43 | WJ INTERESTS, LLC | $592,841 | $455,302,000 | — | $455,302,000 |
| 44 | WJ FINANCIAL ADVISORS, LLC | $292,574 | $145,116,902 | — | $145,116,902 |
| 45 | WITTLIN ADVISORY | $34,984,971 | $140,567,755 | $244,266,922 | $384,834,677 |
| 46 | WITHUM WEALTH MANAGEMENT | $992,935 | $1,169,677,748 | — | $1,169,677,748 |
| 47 | WISER WEALTH MANAGEMENT, INC | $255,854 | $224,372,630 | $1,546,198 | $225,918,828 |
| 48 | WISE WEALTH MANAGEMENT, LLC | $454,359 | $114,222,962 | $275,535 | $114,498,497 |
| 49 | WISDOM WEALTH STRATEGIES | $201,706 | $120,418,670 | — | $120,418,670 |
| 50 | WISDOM INDEX ADVISORS | $281,301 | $169,343,106 | — | $169,343,106 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on July 2021.
